Probity Advisors’s S&P Global SPGI Stock Holding History

Probity Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$367K	Buy	864 +265	+44%	+$123K	0.06%	182
2025 Q4	$313K	Buy	+599	New	+$296K	0.05%	196

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Probity Advisors's SPGI Position: Q1 2026 in Review

Probity Advisors increased its S&P Global (SPGI) stake by 44% in Q1 2026, buying an estimated $123K and bringing the position to 864 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #182.

Probity Advisors first reported a position in SPGI in Q4 2025 and has held it in 2 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Probity Advisors held 864 shares of S&P Global worth $367K as of Q1 2026.
Probity Advisors bought 265 S&P Global shares in Q1 2026, an estimated $123K.
S&P Global made up 0.06% of Probity Advisors's portfolio in Q1 2026, its #182 holding.
Probity Advisors first reported a position in S&P Global in Q4 2025 and has held it in 2 quarters since.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Probity Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.